Anic Equity¶
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Total return since start: 0.548 %¶
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Equity now: -----------------------------> 47295.11 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 45900.13 Kr¶
PnL: ---------------------------------------> -988.44 Kr¶
DD now: ---------------------------------> -2.745 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 17:20:28.546106'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 3.320000 | 3110.000000 | 183.000000 | 6.250000 | 2927.000000 |
| HEBA B | 70 | -1.250000 | 2754.500000 | 118.500000 | 4.500000 | 2636.000010 |
| HMS Networks | 2 | 14.110000 | 789.200000 | 116.200000 | 17.270000 | 673.000000 |
| SAAB B | 8 | 1.080000 | 3444.800000 | 67.800000 | 2.010000 | 3377.000000 |
| MedCap | 2 | 0.220000 | 462.000000 | 41.000000 | 9.740000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.280000 | 390.900000 | 35.900000 | 10.110000 | 355.000000 |
| Nordea Bank Abp | 29 | 0.330000 | 3480.580000 | 26.580000 | 0.770000 | 3453.999992 |
| Corem Property Group B | 59 | -2.490000 | 601.800000 | 24.800000 | 4.300000 | 576.999999 |
| AcadeMedia | 12 | -1.350000 | 577.680000 | 20.680000 | 3.710000 | 557.000004 |
| Resurs Holding | 22 | -1.320000 | 594.000000 | 20.000000 | 3.480000 | 573.999998 |
| Intrum | 4 | 2.900000 | 545.600000 | 18.600000 | 3.530000 | 527.000000 |
| OEM International B | 7 | 0.910000 | 542.500000 | 14.500000 | 2.750000 | 527.999997 |
| Swedbank A | 3 | -0.390000 | 577.500000 | 13.500000 | 2.390000 | 564.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.180000 | 574.350000 | 12.350000 | 2.200000 | 562.000005 |
| Norva24 Group | 16 | 1.410000 | 553.920000 | 10.920000 | 2.010000 | 543.000000 |
| Eastnine | 4 | -0.160000 | 501.600000 | 10.600000 | 2.160000 | 491.000000 |
| Boozt | 12 | -0.290000 | 1663.200000 | 9.200000 | 0.560000 | 1653.999996 |
| Securitas B | 6 | -0.150000 | 577.920000 | 7.920000 | 1.390000 | 570.000000 |
| Creaspac SPAC | 6 | 0.730000 | 581.400000 | 4.400000 | 0.760000 | 577.000002 |
| Karnov Group | 9 | -0.170000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Coor Service Management Hold. | 8 | 0.000000 | 535.200000 | 3.200000 | 0.600000 | 532.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.340000 | 246.840000 | 0.840000 | 0.340000 | 246.000000 |
| CTEK | 13 | 0.810000 | 533.390000 | -0.610000 | -0.110000 | 533.999999 |
| Handelsbanken A | 5 | 0.280000 | 541.250000 | -4.750000 | -0.870000 | 546.000000 |
| Midsona B | 63 | 1.350000 | 568.890000 | -14.110000 | -2.420000 | 582.999984 |
| Essity B | 2 | -1.860000 | 548.800000 | -25.200000 | -4.390000 | 574.000000 |
| International Petroleum Corp. | 5 | 0.180000 | 553.500000 | -41.070000 | -6.910000 | 594.565215 |
| Essity A | 4 | -1.430000 | 1102.000000 | -47.000000 | -4.090000 | 1149.000000 |
| Vivesto | 1368 | 2.360000 | 546.110000 | -66.890000 | -10.910000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.190000 | 3769.500000 | -80.500000 | -2.090000 | 3850.000000 |
| Beijer Electronics Group | 26 | -10.260000 | 2818.400000 | -152.600000 | -5.140000 | 2971.000006 |
| Fasadgruppen Group | 35 | -0.390000 | 3619.000000 | -192.000000 | -5.040000 | 3810.999990 |
| OX2 | 18 | 0.580000 | 1411.200000 | -252.800000 | -15.190000 | 1663.999992 |
| Axfood | 13 | -3.090000 | 3465.800000 | -290.200000 | -7.730000 | 3756.000001 |
| Ovzon | 52 | 0.560000 | 2776.800000 | -585.200000 | -17.410000 | 3361.999992 |
| TOTAL | 45900.130000 | -988.440000 | -2.74477% | 46888.564618 |
Updated:¶
'2023-01-26 17:20:41.655074'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
